Overview
Custom attributes let you extend contacts, companies, and conversations with the fields your business actually runs on — VAT number, plan tier, lifetime value, account manager, renewal date, anything. Define them once in settings, and they flow through the inbox, CRM, bot flows, and Captain AI's context so every agent and automation sees the same source of truth. Built for ops and RevOps teams who've outgrown name-and-email and need their CRM to match the shape of their book of business.
- Add attributes to contacts, companies, deals, or conversations
- Pick from text, number, date, list, checkbox, or link types
- Set values from the inbox sidebar without leaving the chat
- Filter and segment contacts by any custom attribute
- Reference attributes inside bot flows, macros, and canned replies
- Feed attributes into Captain AI so replies use real customer context
- Sync attributes in and out via API and webhooks
How it works
Define your fields
In settings, create attributes on the contact, company, deal, or conversation level. Choose the data type and whether the field is required.
Capture values automatically
Set values from the inbox sidebar, bot flows, imports, or the API. Captain AI can also extract values from a conversation and write them back.
Use them everywhere
Filter contacts, route conversations, personalize replies, and trigger automations on any attribute — without touching code.